Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWTAX (Westwood Total Return Fund A Class Shares) | NA | 410,847.38% | 1,496.02% | NA | NA | NA | NA | … | … |
Data as of 07/17/2024, Common starting date is 04/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWTAX (Westwood Total Return Fund A Class Shares) | 04/01/2020 | 07/17/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 429,186.91 | 410,847.38 | 1,496.02 | NA | NA | NA | NA | … | … | 391,913.61 | 13.11 | -13.04 | 12.55 | 41.14 |
| Sharpe Ratio | NA | 491.17 | 3.08 | NA | NA | NA | NA | … | … | 399,744.45 | 1.03 | -0.96 | 1.37 | 4.60 |
| Standard Deviation(%) | NA | 836.47 | 483.67 | NA | NA | NA | NA | … | … | 1,138.66 | 8.69 | 15.01 | 9.13 | 12.58 |
| Draw Down(%) | NA | 13.02 | 19.45 | NA | NA | NA | NA | … | … | 13.02 | 8.25 | 19.07 | 4.95 | 6.00 |
| Yield(%) | 0.00 | 3.56 | 4.63 | 5.16 | 2.58 | 1.72 | 1.29 | … | … | 92.20 | 3.34 | 2.16 | 8.62 | 4.90 |
Data as of 07/17/2024, Common starting date is 04/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWTAX (Westwood Total Return Fund A Class Shares) |
-2.55%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWTAX (Westwood Total Return Fund A Class Shares) |
7.35%
Jun 2020 – Jun 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart